Finance Score: 0

Governance Score: 9

Support Score: 10

Multiple Deficits and declines: -5
Future income +5
No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +10

Overall GiG Score: 19

RE-FORM HERITAGE

We specialise in the restoration of heritage buildings at risk of decay in areas where the resurgence of an existing use, or the creation of a new life and purpose for these buildings, will have a beneficial effect on the local community. Through a sustainable business case, and operational delivery, we breathe new life into these assets and help drive the regeneration of the local community

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently and there are significant future grants due to be received
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£430	£1,126	£-696	n/a	n/a	n/a	n/a	n/a	43
31/03/22		£2,078	£1,068	£1,010	£0	£8,551	£200	2.3	18	55
31/03/21		£1,304	£855	£449	£0	£7,608	£323	4.5	13	60
31/03/20		£617	£906	£-290	£0	£7,144	£111	1.5	15	60
31/03/19		£405	£852	£-447	n/a	n/a	n/a	n/a	n/a	46
31/03/18		£694	£900	£-206	£47	£7,792	£97	1.3	10	0
31/03/17		£727	£1,981	£-1,253	£0	£7,998	£176	1.1	8	0
31/03/16		£1,510	£853	£657	£0	£9,348	£308	4.3	3	0
31/03/15		£1,050	£983	£67	£4	£8,691	£119	1.5	7	0
31/03/14		£4,259	£324	£3,935	£4	£8,624	£208	7.7	0	0
31/03/13		£2,229	£174	£2,055	£4	£4,689	£215	14.9	0	0
31/03/12		£1,748	£246	£1,502	£3	£2,634	£302	14.7	0	0
31/03/11	*	£504	£168	£336	£2	£1,132	£479	34.2	0	0
31/03/10	*	£53	£123	£-70	£0	£0	£0	n/a	0	0
31/03/09	*	£315	£305	£10	£0	£0	£0	n/a	0	0
31/03/08		£363	£528	£-165	£0	£0	£0	n/a	0	0
31/03/07		£1,059	£786	£273	£24	£1,022	£1,022	15.6	0	0
31/03/06		£110	£269	£-160	£0	£0	£0	n/a	0	0
31/03/05		£297	£315	£-18	£0	£0	£0	n/a	0	0
31/03/04		£4,470	£4,166	£304	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 27 years

www.re-form.org

info@re-Form.org

01782499766

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Other facilities management and maintenance

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
43 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£296,300
National Lottery Heritage Fund	£287,262
Garfield Weston Foundation	£100,000
Charles Hayward Foundation	£25,000
The Foyle Foundation	£25,000

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Re-Form Heritage
£249,962	15/05/2023	Re-Form Heritage: Re-Evaluating Past Practice for a Resilient Heritage Future
Charles Hayward Foundation - Grant to United Kingdom Historic Building Preservation Trust
£25,000	23/09/2021	Middleport Pottery - Harper Street restoration project
The Foyle Foundation - Learning (MGS)
£25,000	08/07/2021	as additional grant support for the Harper Street: Engagement in Heritage regeneration project to support impacts that have arisen as a result of delays caused by Covid-19 (awarded grant in response ....more as additional grant support for the Harper Street: Engagement in Heritage regeneration project to support impacts that have arisen as a result of delays caused by Covid-19 (awarded grant in response to coronavirus)
DCMS - Middleport Pottery, 93-113 Harper St, Middleport, Stoke on Trent
£24,500	01/04/2021	This grant is for repair works to the terrace of Middleport Pottery in Stoke-on-Trent.
DCMS - Middleport Pottery
£18,750	01/02/2021	Repairs to brickwork of chimney and mangle tower
DCMS - Middleport Pottery
£6,250	01/02/2021	Repairs to brickwork of chimney and mangle tower
DCMS - CRF20 Re-Form Heritage
£26,300	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Re-Form Heritage
£37,300	11/05/2020	COVID19 Re-Form Heritage
Garfield Weston Foundation - Main Grants award
£75,000	07/05/2020	Harper Street Home Hib
Garfield Weston Foundation - Main Grants award
£25,000	01/05/2020	Save the Whitechapel Bell Foundry
DCMS - ALB-HISTORIC ENGLAND - 93-113 Harper Street, Middleport, Stoke on Trent
£220,500	01/04/2020	Repairs to terrace. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk ....more Repairs to terrace. The wider aim of the scheme is: The scheme is intended to reduce the risk faced by some of the most significant historic sites in England, as shown on the Heritage at Risk Register. The focus of grants is on those sites which are most in need of repair, and where, without our grant, a project would not be able to go ahead
The Pilgrim Trust - Grant to United Kingdom Historic Building Preservation Trust
£30,000	13/09/2018 16	Harper Street Home Hub Project
National Lottery Heritage Fund - Grant to United Kingdom Historic Building Preservation Trust
£1,646,900	06/09/2016	Harper Street : Engagement in Heritage

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 37-58

ALISON MARGARET BEARDSLEY MA

AMANDA BROOKE Appointed: 2021, Occupation: Company Director

HARRY OLIVER WARDILL Appointed: 2022, Occupation: Company Director

MANUELA BELLE Appointed: 2020, Occupation: Project Manager

SIMON JOHN LAKIN Appointed: 2021, Occupation: Company Director

AMELIA MARY BRIGHT Appointed: 2020, Occupation: Company Director

ROSALEEN CLARE KERSLAKE BA MBA CBE Appointed: 2022, Other trusteeships: THE ARCHITECTURAL HERITAGE FUND, LEEDS CASTLE FOUNDATION, UNIVERSITY COLLEGE OF ESTATE MANAGEMENT,

Legal constitution

Charitable company registered in England & Wales on 06/12/1996, number: 1059662
Registered at Companies House on 05/12/1996, number: 03290459

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 26 days late, AR11: 2 days late, AR10: 1 days late, AR09: 231 days late,

Recent reorganisation events:

Asset transfer in from THE NARROWBOAT HERITAGE FOUNDATION on 01/12/2021

Main office

Middleport Pottery
Port Street
STOKE-ON-TRENT
ST6 3PE

Objectives

4.1 THE OBJECTS FOR WHICH THE CHARITY IS ESTABLISHED ARE FOR THE PUBLIC BENEFIT: 4.1.1 TO SECURE FOR THE BENEFIT OF THE PUBLIC THE PRESERVATION, REPAIR AND MAINTENANCE OF BUILDINGS, STRUCTURES AND ARTEFACTS OF PARTICULAR BEAUTY OR HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST; 4.1.2 TO ADVANCE EDUCATION IN RELATION TO BUILDINGS OR STRUCTURES OF PARTICULAR BEAUTY, HISTORICAL, ARCHITECTURAL OR CONSTRUCTIONAL INTEREST; 4.1.3 THE PROMOTION FOR THE BENEFIT OF THE PUBLIC OF URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION THROUGHOUT THE UNITED KINGDOM BY ALL OR ANY OF THE FOLLOWING MEANS: (A) THE RELIEF OF POVERTY; (B) THE RELIEF OF UNEMPLOYMENT; (C) THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING; (D) THE PROVISION OF FINANCIAL ASSISTANCE, TECHNICAL ASSISTANCE OR BUSINESS ADVICE OR CONSULTANCY IN ORDER TO PROVIDE TRAINING AND EMPLOYMENT OPPORTUNITIES FOR UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP: (I) IN SETTING UP THEIR OWN BUSINESS; OR (II) TO EXISTING BUSINESSES. (E) THE PROTECTION OR CONSERVATION OF THE ENVIRONMENT; AND (F) THE CREATION OF TRAINING AND EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS; (G) THE MAINTENANCE, IMPROVEMENT OR PROVISION OF PUBLIC AMENITIES; (H) THE PROVISION OF RECREATIONAL FACILITIES FOR THE PUBLIC AT LARGE AND/OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL OR ECONOMIC CIRCUMSTANCES HAVE NEED OF SUCH FACILITIES; (I) THE PROVISION OF PUBLIC HEALTH FACILITIES AND CHILDCARE; (J) THE PROMOTION OF PUBLIC SAFETY AND PREVENTION OF CRIME; AND (K) SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED, SUBJECT TO THE PRIOR WRITTEN CONSENT OF THE CHARITY COMMISSION.

Defined Area of Benefit:

NATIONAL

Data Sources